Canadian Pacific Railway
also referred to as: canadian pacific · cp
12 statements across 3 episodes · 5 bullish · 3 bearish · 3 people on the record · first statement Jul 2, 2017 by Marc Garneau · said 33 times in 3 episodes since 2017 · across every show →
Mentions by year
brought up most by Shane Parrish (16), Keith Creel (14), Marc Garneau (2), Bill Ackman (1)
tap a year for its mentions
2022 30 mentions in 1 episode
2020 1 mention in 1 episode
2017 2 mentions in 1 episode
Everything said about Canadian Pacific Railway, oldest first
Jul 2, 2017
Jul 2, 2017 neutral
Apr 28, 2020 negative
Burlington Northern Underperforms Profit Potential Due to Warren Buffett's Hands-Off Style
“I mean, just looking at the Burlington Northern Railroad, we know a lot about railroads by virtue of our experience at Canadian Pacific. It's the largest You know, it should be the most profitable, highest margin railroad in the world. It's not. And I think a …”
Nov 29, 2022 positive
Nov 29, 2022 positive
Creel: Bill Ackman offered $200M when asked for $100M in unplanned capex
“I went into the board meeting, and I said, we have an issue. For me to optimize my service, I've got to run west out of Saskatoon, not east, but I need a hundred million dollars to spend on rail and ties and ballasts, and that was not planned for at all, and B…”
Nov 29, 2022 positive
Creel: Asset utilization teams must maintain tension with marketing, not harmony
“So this one particular group, I call them they maintain the tension in an organization. They're not about harmony. They're about doing the right thing. So they have to assess the marketing opportunities, and in turn, they sign off on, we have the capacity, whe…”
Nov 29, 2022 negative
Creel: Building infrastructure for peak demand destroys long-term business viability
“He said you can't build a church for Easter Sunday. If you do, you go out of business the other 51 weeks out of the year, because you can't You can't pay to sustain it, so you can over, I guess, over-engineer something spend more money than is necessary, and t…”
Nov 29, 2022
Nov 29, 2022 negative
Nov 29, 2022
Creel: CP rejected new freight business to protect existing customer commitments
“You know, we just recently went through a contract negotiation with a customer that because their current service provider is not providing them an ability to grow in their markets and satisfy their existing customers' needs, they came to us with a big opportu…”
Nov 29, 2022 positive
Nov 29, 2022 bullish
Creel: The CP-KCS railroad merger is necessary for the free world
“So, so many things have happened since then that say, you know, not only is this a great merger, this is a necessary combination for the good of, maybe this is a bit ideological, for the good of mankind, for the good of the free world.”